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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1426
Westmount Partners
California
$325K +$28 +1 +0%
TC
1427
TAP Consulting
Missouri
$324K +$3.27K +115 +1%
DWM
1428
Drive Wealth Management
Utah
$324K +$48.2K +1,697 +17%
PAM
1429
Pegasus Asset Management
New York
$324K -$483 -17 -0.1%
OL
1430
Owen LaRue
Kentucky
$322K +$1.88K +66 +0.6%
SW
1431
SkyOak Wealth
Michigan
$321K +$334K +11,756 New
MWM
1432
Merriman Wealth Management
Washington
$319K -$95.8K -3,369 -22%
PHIC
1433
Pine Haven Investment Counsel
Massachusetts
$318K +$99.2K +3,490 +43%
SC
1434
Sepio Capital
Utah
$317K +$116K +4,077 +54%
SPW
1435
Sonoma Private Wealth
California
$316K – – –
NFSG
1436
Newbridge Financial Services Group
Florida
$315K +$328K +11,533 New
NWMG
1437
National Wealth Management Group
Ohio
$315K -$5.26K -185 -2%
AAS
1438
Annex Advisory Services
Wisconsin
$314K -$18.2K -641 -5%
BAM
1439
Bosun Asset Management
Illinois
$314K +$71.1K +2,500 +28%
JC
1440
JB Capital
Connecticut
$314K -$29.9K -1,051 -8%
MAM
1441
Milestone Asset Management
Pennsylvania
$313K +$326K +11,460 New
SFM
1442
Signet Financial Management
New Jersey
$312K -$28.4K -999 -8%
LSIA
1443
LaSalle St. Investment Advisors
Illinois
$312K +$11.3K +397 +4%
FWM
1444
Fonville Wealth Management
Virginia
$310K +$28 +1 +0%
SWMG
1445
Stillwater Wealth Management Group
Florida
$310K +$322K +11,330 New
RWA
1446
River Wealth Advisors
Pennsylvania
$307K -$19.1K -671 -6%
CWA
1447
Cura Wealth Advisors
Illinois
$305K +$318K +11,177 New
MW
1448
MBL Wealth
North Carolina
$302K -$35.6K -1,252 -10%
KIC
1449
Keating Investment Counselors
Florida
$300K -$84.6K -2,975 -21%
AFAS
1450
Acorn Financial Advisory Services
Virginia
$300K -$8.87K -312 -3%
56 57
58
59 60